Falcon Wealth Planning Spdr Portfolio Transaction History
Falcon Wealth Planning
- $806 Million
- Q1 2025
A detailed history of Falcon Wealth Planning transactions in Spdr Portfolio stock. As of the latest transaction made, Falcon Wealth Planning holds 3,950 shares of SPYG stock, worth $368,219. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,950
Previous 3,950
-0.0%
Holding current value
$368,219
Previous $347,000
8.65%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding SPYG
# of Institutions
1,230Shares Held
304MCall Options Held
665KPut Options Held
128K-
Lpl Financial LLC Fort Mill, SC36.1MShares$3.36 Billion1.18% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.7MShares$1.84 Billion3.4% of portfolio
-
Allworth Financial LP11.2MShares$1.05 Billion5.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.73MShares$814 Million0.2% of portfolio
-
Morgan Stanley New York, NY7.66MShares$714 Million0.05% of portfolio